Transaction Services - Value Creation Associate Director

SW Group; Camden Town; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading advisory firm in the UK is seeking an Assistant Director to join their Value Creation team. This key role involves leading value creation engagements throughout the deal continuum, managing client relationships, overseeing junior team members, and supporting business development initiatives. The ideal candidate should have experience in M&A services and a strong focus on client satisfaction. Opportunities for personal and professional growth are available.

Responsibilities

• Help lead value creation engagements across all stages of the deal continuum.
• Taking ownership for project/ programme management and client reporting.
• Day to day contact for the client during the assignment.
• Ensuring the completion of client risk management procedures.
• Drafting scopes of work, budgets and fee negotiations with clients.
• Leading operational/ technology/ value creation reviews and managing teams.
• Reviewing client deliverables and supporting report presentations.
• Support development of new client business opportunities.

Job description

Overview

We are seeking a talented Assistant Director to join our new Value Creation team within Advisory Transaction Services. This is an exciting and key developmental role which is at the forefront of growth for M&A services within S&W. The team provides a range of services from pre-deal operational and technology due diligence and value creation reviews, through to post-deal integration/ separation programmes and value realisation activities, working alongside other S&W colleagues and teams. The purpose of the role is to provide our Private Equity and Corporate clients with excellent service across all stages of the deal continuum, and support development of new M&A opportunities in this space. As Associate Director, your responsibilities will include among others Clients.

Responsibilities

• Help lead value creation engagements across all stages of the deal continuum - from operational/ technology due diligence through to post-merger integration/ separation programmes. This would include all areas of the deal project lifecycle.
• Taking ownership for project/ programme management and client reporting on engagements
• Day to day contact for the client during the assignment
• Ensuring the completion of client risk management procedures
• Drafting and agreeing scopes of work, budgets and fee negotiations with clients
• Leading key aspects of the operational/ technology/ value creation reviews, managing team and their work, including of SME specialists for other lines of service
• Reviewing / drafting and supporting the presentation of report and other client deliverables
• Support the development of new client business opportunities, including new projects and wider initiatives such as introduction of AI tools into client engagements

Team

• Delegation and oversight of work of more junior team members, reviewing and supporting client output delivery
• Motivation and development of junior staff - "On the job" training on a one-to-one basis
• Supporting team recruitment and expansion

Business Development

• Preparing pitch documents, and driving the development and execution of business development initiatives, such as use of CRM tools
• Developing expertise in niche industry sectors including building industry contacts and wider media awareness
• Building external client networks and developing relationships
• Maintain and nurture client relationships
• Be a key influencer in winning new work for S&W

Cross-selling / service development

• Working alongside colleagues from other S&W teams and develop and expand internal relationships